United Parcel Service Inc
UPS- Exchange
- NYSE
- Industry
- Trucking & Courier Services (No Air)
- SEC CIK
- 0001090727
No open-market purchases or sales by United Parcel Service Inc insiders were filed in the last 90 days; 2,147 institutions reported holding it in 13F filings for Q2 2026, worth $57.3B in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in United Parcel Service Inc as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,950
- −129 vs. Q2 2025
- Shares held
- 471.7M
- −18.3M (−3.7%) vs. Q2 2025
- Total value
- $39.4B
- −$10.0B (−20.3%) vs. Q2 2025
- New holders
- 148
- 756 more added
- Sold out
- 277
- 850 more reduced
37 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UPS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,147 | $57.3B |
| Q1 2026 | 2,120 | $49.4B |
| Q4 2025 | 2,125 | $50.2B |
| Q3 2025 | 1,950 | $39.4B |
| Q2 2025 | 2,116 | $50.4B |
| Q1 2025 | 2,202 | $55.4B |
| Q4 2024 | 2,293 | $64.8B |
| Q3 2024 | 2,169 | $69.9B |
| Q2 2024 | 2,182 | $71.0B |
| Q1 2024 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $110.0B |
| Q4 2021 | 2,235 | $108.2B |
| Q3 2021 | 1,984 | $91.7B |
| Q2 2021 | 2,018 | $104.6B |
| Q1 2021 | 1,966 | $84.2B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Probity Advisors, Inc. | 14,465 | $1.21M | 0.20% | −140−1.0% | Reduced |
| Heritage Trust Co | 14,526 | $1.21M | 0.13% | −5,338−26.9% | Reduced |
| Pathway Financial Advisers, LLC | 14,597 | $1.21M | 0.35% | −3,550−19.6% | Reduced |
| CBOE Vest Financial, LLC | 14,543 | $1.21M | 0.02% | +2,798+23.8% | Added |
| Aptus Capital Advisors, LLC | 14,544 | $1.21M | 0.01% | −4,284−22.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,664 | $1.22M | 0.06% | −1,572−9.7% | Reduced |
| Arete Wealth Advisors, LLC | 14,685 | $1.23M | 0.08% | −1,001−6.4% | Reduced |
| Azzad Asset Management Inc | 14,708 | $1.23M | 0.12% | +883+6.4% | Added |
| Maltin Wealth Management, Inc. | 14,742 | $1.23M | 0.51% | −872−5.6% | Reduced |
| Cary Street Partners Financial LLC | 14,754 | $1.23M | 0.03% | −22,791−60.7% | Reduced |
| First Dallas Securities Inc. | 14,772 | $1.23M | 0.46% | +1,052+7.7% | Added |
| Paradigm Financial Partners, LLC | 14,784 | $1.23M | 0.13% | +2,032+15.9% | Added |
| Stock Yards Bank & Trust Co | 14,846 | $1.24M | 0.04% | −5,568−27.3% | Reduced |
| Auxier Asset Management | 14,865 | $1.24M | 0.17% | −1,030−6.5% | Reduced |
| Postrock Partners LLC | 14,916 | $1.25M | 0.55% | −185−1.2% | Reduced |
| Colonial Trust Advisors | 14,941 | $1.25M | 0.10% | −13,275−47.0% | Reduced |
| American Assets Investment Management, LLC | 15,000 | $1.25M | 0.09% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 15,033 | $1.26M | 0.79% | −223−1.5% | Reduced |
| Redwood Investment Management, LLC | 15,069 | $1.26M | 0.14% | −4,245−22.0% | Reduced |
| Brandes Investment Partners, LP | 15,126 | $1.26M | 0.01% | +4,697+45.0% | Added |
| Richard W. Paul & Associates, LLC | 15,167 | $1.27M | 0.43% | +6,284+70.7% | Added |
| Spinnaker Trust | 15,201 | $1.27M | 0.07% | −115−0.8% | Reduced |
| McDonald Partners LLC | 15,208 | $1.27M | 0.38% | −5,186−25.4% | Reduced |
| Accordant Advisory Group Inc | 15,282 | $1.28M | 0.87% | +445+3.0% | Added |
| Cascade Investment Advisors, Inc. | 15,461 | $1.29M | 0.78% | +1,885+13.9% | Added |
| Investors Asset Management of Georgia Inc | 15,506 | $1.30M | 0.55% | +4,040+35.2% | Added |
| Creative Financial Designs Inc | 15,513 | $1.30M | 0.09% | +5,342+52.5% | Added |
| Harbour Investment Management LLC | 15,513 | $1.30M | 0.56% | −1,095−6.6% | Reduced |
| Park National Corp | 15,526 | $1.30M | 0.04% | +5,501+54.9% | Added |
| Ridgewood Investments LLC | 15,535 | $1.30M | 0.55% | −585−3.6% | Reduced |
| Kinneret Advisory, LLC | 15,595 | $1.30M | 0.11% | −70−0.4% | Reduced |
| Coppell Advisory Solutions LLC | 15,419 | $1.30M | 0.14% | +1,380+9.8% | Added |
| National Asset Management, Inc. | 15,618 | $1.30M | 0.06% | +3,852+32.7% | Added |
| Donaldson Capital Management, LLC | 15,631 | $1.31M | 0.04% | −270,047−94.5% | Reduced |
| Umb Bank N A | 15,633 | $1.31M | 0.02% | +18+0.1% | Added |
| Courier Capital LLC | 15,666 | $1.31M | 0.08% | −897−5.4% | Reduced |
| Ronald Blue Trust, Inc. | 15,785 | $1.32M | 0.01% | −4,125−20.7% | Reduced |
| Marex Group plc | 15,910 | $1.33M | 0.02% | +15,910 | New |
| Hantz Financial Services, Inc. | 15,922 | $1.33M | 0.02% | −1,730−9.8% | Reduced |
| Clear Creek Financial Management, LLC | 15,926 | $1.33M | 0.12% | +1,121+7.6% | Added |
| La Banque Postale Asset Management SA | 15,994 | $1.34M | 0.02% | −270−1.7% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,000 | $1.34M | 0.10% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 16,120 | $1.35M | 0.02% | −6,185−27.7% | Reduced |
| Ceera Investments, LLC | 16,164 | $1.35M | 0.42% | +372+2.4% | Added |
| TrueMark Investments, LLC | 16,177 | $1.35M | 0.23% | +1,140+7.6% | Added |
| Zullo Investment Group, Inc. | 16,221 | $1.35M | 0.50% | −661−3.9% | Reduced |
| Cornerstone Wealth Management, LLC | 16,225 | $1.36M | 0.07% | +1,411+9.5% | Added |
| Woodmont Investment Counsel LLC | 16,244 | $1.36M | 0.09% | −9,952−38.0% | Reduced |
| Cherokee Insurance Co | 16,250 | $1.36M | 0.58% | +1,500+10.2% | Added |
| Ted Buchan & Co | 16,289 | $1.36M | 0.53% | +3,409+26.5% | Added |
| GHP Investment Advisors, Inc. | 16,347 | $1.37M | 0.06% | −1,404−7.9% | Reduced |
| NBT Bank N A | 16,444 | $1.37M | 0.09% | −129−0.8% | Reduced |
| Colonial Trust Co | 16,486 | $1.38M | 0.19% | −6,523−28.3% | Reduced |
| Ausdal Financial Partners, Inc. | 16,499 | $1.38M | 0.07% | +11,747+247.2% | Added |
| Fox Run Management, L.L.C. | 16,519 | $1.38M | 0.22% | +11,365+220.5% | Added |
| Brighton Jones LLC | 16,535 | $1.38M | 0.03% | −1,382−7.7% | Reduced |
| Argent Advisors, Inc. | 16,553 | $1.38M | 0.41% | +357+2.2% | Added |
| Argent Trust Co | 16,572 | $1.38M | 0.05% | −3,799−18.6% | Reduced |
| HAP Trading, LLC | 16,598 | $1.39M | 0.38% | +16,598 | New |
| Strengthening Families & Communities, LLC | 16,244 | $1.39M | 0.31% | +15,487+2,045.8% | Added |
| LongView Wealth Management | 16,696 | $1.39M | 0.38% | −9,812−37.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 16,785 | $1.40M | 0.48% | +20.0% | Added |
| Trust Co of Vermont | 16,805 | $1.40M | 0.06% | −1,147−6.4% | Reduced |
| Lantz Financial LLC | 16,864 | $1.41M | 0.31% | −1,539−8.4% | Reduced |
| North Star Investment Management Corp. | 16,897 | $1.41M | 0.09% | −12,699−42.9% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 16,940 | $1.41M | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17,015 | $1.42M | 0.03% | −2,594−13.2% | Reduced |
| Old Point Trust & Financial Services N A | 17,061 | $1.43M | 0.46% | −2,490−12.7% | Reduced |
| Daymark Wealth Partners, LLC | 17,090 | $1.43M | 0.05% | +1,139+7.1% | Added |
| Sky Investment Group LLC | 17,244 | $1.44M | 0.24% | −12,321−41.7% | Reduced |
| Glass Wealth Management Co LLC | 17,280 | $1.44M | 0.64% | −385−2.2% | Reduced |
| Bristlecone Advisors, LLC | 17,313 | $1.45M | 0.12% | −4,056−19.0% | Reduced |
| Caption Management, LLC | 17,340 | $1.45M | 0.08% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 17,372 | $1.45M | 0.21% | +2,379+15.9% | Added |
| We Are One Seven, LLC | 17,397 | $1.45M | 0.03% | +6,720+62.9% | Added |
| Pallas Capital Advisors LLC | 17,467 | $1.46M | 0.05% | −2,444−12.3% | Reduced |
| NewEdge Wealth, LLC | 15,742 | $1.46M | 0.02% | +6,617+72.5% | Added |
| Manske Wealth Management | 17,514 | $1.46M | 0.45% | +10,374+145.3% | Added |
| Clearstead Advisors, LLC | 17,517 | $1.46M | 0.02% | −8,694−33.2% | Reduced |
| Beacon Investment Advisors LLC | 17,523 | $1.46M | 0.60% | +296+1.7% | Added |
| Old Port Advisors | 17,544 | $1.47M | 0.37% | −1,953−10.0% | Reduced |
| Boomfish Wealth Group, LLC | 17,581 | $1.47M | 0.79% | +56+0.3% | Added |
| CFC Planning Co LLC | 17,585 | $1.47M | 1.23% | +1,048+6.3% | Added |
| Orca Investment Management, LLC | 17,609 | $1.47M | 1.20% | −349−1.9% | Reduced |
| Alphadyne Asset Management LP | 17,609 | $1.47M | 0.99% | +17,609 | New |
| Sculati Wealth Management, LLC | 17,619 | $1.47M | 0.52% | −85−0.5% | Reduced |
| Independent Financial Group, LLC | 17,664 | $1.48M | 0.04% | −2,353−11.8% | Reduced |
| Marion Wealth Management | 17,896 | $1.49M | 0.35% | 00.0% | Unchanged |
| Krilogy Financial LLC | 16,133 | $1.50M | 0.06% | +16,133 | New |
| Aspire Private Capital, LLC | 17,972 | $1.50M | 0.33% | −74−0.4% | Reduced |
| Arbor Capital Management Inc | 17,696 | $1.50M | 1.21% | +17,696 | New |
| Cyndeo Wealth Partners, LLC | 18,007 | $1.50M | 0.08% | −923−4.9% | Reduced |
| Clear Street Markets LLC | 18,170 | $1.52M | 0.50% | +6,156+51.2% | Added |
| Geneos Wealth Management Inc. | 18,247 | $1.52M | 0.04% | +1,051+6.1% | Added |
| Cowa, LLC | 18,272 | $1.53M | 0.51% | +9,487+108.0% | Added |
| PYA Waltman Capital, LLC | 18,363 | $1.53M | 0.41% | −11,567−38.6% | Reduced |
| Arnhold LLC | 18,370 | $1.53M | 0.13% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 18,400 | $1.54M | 0.65% | +18,400 | New |
| Groupe la Francaise | 18,920 | $1.55M | 0.02% | +2,920+18.3% | Added |
| McDaniel Terry & Co | 18,545 | $1.55M | 0.12% | −342−1.8% | Reduced |